% of total issue/bypassing single (of a few) visual filter(s)

[Wolly]

In a table I have a top 10 list of holdings along with their respective absolute values.  I'd like to create a "% of Total" where "Total" is the value of the 100+ holdings in the table. but my calculation seems to working off of the Top Ten filter and so can't properly compute a Total.  How do i bypass that filter?

The working formula i have is: 

Total= calculate(sum('TempAccount by Security'[MktValue]))

[gmsamborn · Accepted solution]

Hi @Wolly 

Maybe try this:

Total =
CALCULATE(
    SUM( 'TempAccount by Security'[MktValue] ),
	ALL( 'TempAccount by Security' )
)

[Wolly]

Followup from this problem,

If the top 10 list was on an already filtered list (via slicer) called "Name", how would i maintain the filter Name, but still calculate a total on Name's 100 holdings?

[Wolly]

Giving more detail to above:

I have a slicer which picks Individual 1, Individual 2, Individual 3 etc..

That filters the Top 10 holdings list of each individual with each value.  GMSamborn shared how to aggregate values ignoring the top 10 filter....but it gave me the sum of all Individuals.  I need to keep that filter when computing the total.

Hope that makes sense.  Appreciate the help

[gmsamborn]

I think you need to read up on ALL() and ALLSELECTED().

I made up a pbix with mock data and a few measures for a starting point.  Take a look at it and hopefully I'm going in the right direction.  

Wolly.pbix

[Wolly]

Ok on the right track and have adjusted file which i've included wolly.pbix (I understand All vs. AllSelected but still need to factor in the slicer filter which All neglects)

You'll see the slicer options for Individuals.  The Sum of Mkt Value should not equal Value in table.  As each Individual's Sum of Mkt Value is greater than the 5 or 6 holdings listed.

[Wolly]

I figured it out....add the AllExcept filter and all is well!  Thx for bearing with me.

[gmsamborn]

This also helps.

https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...

[gmsamborn]

Hi @Wolly 

Using mock data, can you replicate your problem.  With that mock data, show your expected result as well as how you expect to use the measure.

Please read this: 

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

[Wolly]

Hope this illustrates what i'm looking for